See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,658 | $56,053-47.1% | $75,972-61.0% | $80,856-63.3% |
| Participation rate | 83.7% | 62.0%+21.7pp | 69.1%+14.7pp | 67.6%+16.1pp |
| Annual return | 28.56% | 20.53%+8.0pp | 359.55%-331.0pp | 35.59%-7.0pp |
| Employer contribution / active EE | $2,255 | $1,874+20.3% | $2,685-16.0% | $2,755-18.2% |
| Participant deferral / active EE | $3,887 | $3,052+27.4% | $4,255-8.6% | $4,296-9.5% |
| Admin fee / account holder | $877 | $5,234-83.2% | $6,467-86.4% | $6,918-87.3% |